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First Trust US Equity Opportunities ETF
FPX

176 hedge funds and large institutions have $456M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

29% more capital invested

Capital invested by funds: $355M → $456M (+$101M)

8% more funds holding

Funds holding: 163 → 176 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.94% less ownership

Funds ownership: 48.65% → 47.71% (-0.94%)

28% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 58

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
42
Reduced
58
Closed
15
Calls
$231K
Puts
–
Net Calls
+$231K
Net Calls Change
+$198K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.1M
2
NA
NewEdge Advisors
Louisiana
+$4.31M
3
Wells Fargo
Wells Fargo
California
+$3.41M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.02M
5
NAM
NTV Asset Management
West Virginia
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.59M
2
BWP
Bernardo Wealth Planning
Pennsylvania
-$5.29M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.62M
4
Truist Financial
Truist Financial
North Carolina
-$3.52M
5
Bank of America
Bank of America
North Carolina
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$515K +$14.6K +115 +3%
BAWC
77
Boyce & Associates Wealth Consulting
Texas
$513K +$3.3K +26 +0.7%
TWM
78
TCFG Wealth Management
California
$503K -$11K -87 -2%
NS
79
NBC Securities
Alabama
$473K +$262K +2,066 +172%
CAGAS
80
Capital Advisory Group Advisory Services
Minnesota
$450K – – –
HFA
81
Hershey Financial Advisers
Pennsylvania
$447K +$391K +3,082 New
PG
82
Patten Group
Tennessee
$436K -$19.5K -154 -5%
TSWM
83
Tyler-Stone Wealth Management
Ohio
$431K +$127 +1 +0%
SWP
84
Stratos Wealth Partners
Ohio
$431K -$43.4K -342 -10%
IA
85
Integrity Alliance
Iowa
$411K -$975K -7,684 -73%
Corient Private Wealth
86
Corient Private Wealth
Florida
$404K +$26.1K +206 +8%
AF
87
Allworth Financial
California
$398K – – –
OE
88
October Effect
Virginia
$396K +$347K +2,736 New
WS
89
Wedbush Securities
California
$384K +$78.2K +616 +30%
AI
90
Accredited Investors
Minnesota
$384K – – –
CAM
91
Cresset Asset Management
Illinois
$383K -$25.9K -204 -7%
SMC
92
Smith, Moore & Co
Missouri
$382K -$18K -142 -5%
PFA
93
Pure Financial Advisors
California
$374K +$8.89K +70 +3%
EH
94
Equitable Holdings
New York
$372K -$16.9K -133 -5%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$350K – – –
MCC
96
Money Concepts Capital
Florida
$347K – – –
CCA
97
Cottonwood Capital Advisors
Utah
$341K – – –
WIA
98
World Investment Advisors
California
$339K – – –
FCM
99
Family Capital Management
Michigan
$337K – – –
SG
100
StoneX Group
New York
$334K -$36.2K -285 -11%
2 3
4
5 6

FPX Hedge Fund Activity: Q2 2025 in Review

176 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2025, worth a combined $456M — up 29% from $355M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FPX positions and 15 closed out — a net gain of 14 holders — while 42 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.1M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $5.59M sold.

  • 176 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2025, up from 163 in Q1 2025.
  • Funds reported $456M of First Trust US Equity Opportunities ETF stock for Q2 2025, up 29% quarter-over-quarter.
  • 29 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2025 and 15 closed out, a net change of +14 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2025 was LPL Financial, an estimated $10.1M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $5.59M sold.

Based on aggregated 13F filings for Q2 2025.